TeamBoard TimePlanner

Creating Reports

To view other members' data in each report type, users must have the appropriate permissions within the Team:

  • General Report – Requires VIEW TEAM SCHEDULE and VIEW TEAM WORKLOG permissions.

  • Scheduled Time Report – Requires VIEW TEAM SCHEDULE permission.

  • Logged Time Report – Requires VIEW TEAM WORKLOG permission.

👉 Learn more in Team Permissions for TimePlanner.

Creating a New Report

Step 1 Open the Reports section from the sidebar.

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Step 2 Select a report type and click the + New Report button.

  • General: Provides a summary of logged time, scheduled work, and capacity usage.

  • Scheduled Time: Shows how planned time is allocated across resources and projects.

  • Logged Time: Displays detailed records of time logged by users on tasks and events.

Step 3 Follow the detailed instructions for your selected report type:

Learn More